Added to YB: 2025-11-17
Pitch date: 2025-11-13
BOL.PA [bullish]
Bolloré SE
+2.54%
current return
Author Info
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Company Info
Bolloré SE engages in the transportation and logistics, communications, and industry businesses in France, rest of Europe, the Americas, the Asia-Pacific, and Africa.
Market Cap
EUR 13.6B
Pitch Price
EUR 4.73
Price Target
N/A
Dividend
1.66%
EV/EBITDA
5.14
P/E
30.39
EV/Sales
2.61
Sector
Oil, Gas and Consumable Fuels
Category
value
Show full summary:
[Holding Company Series Part 3]- Short List of European Hold Cos at discount to NAV - Bolloré SE
BOL.PA (quick overview): French holding co trading at ~50% book value, 70% NAV discount after control loops. UMG stake (~€8B) + €5.3B net cash equals entire €13B market cap - rest of businesses (logistics, media, vineyards) essentially free. Recently spun Vivendi into 4 units, sold logistics assets.
Read full article (1 min)